MODERN PORTFOLIO CONSULTANTS, LLC

4850 Tamiami Trail N.
301
Naples, Florida 34103
Tel: 2393596400

About MODERN PORTFOLIO CONSULTANTS, LLC

MODERN PORTFOLIO CONSULTANTS, LLC, formally registered with the SEC as MODERN PORTFOLIO CONSULTANTS, LLC. The firm was established in 06/10/2002. They have over 1 offices throughout the country.

MODERN PORTFOLIO CONSULTANTS, LLC is a Naples, Florida based Financial Planning firm with nearly $1,023,388,263 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120846
SEC#	801-61244
Assets Managed by Firm	$1,023,388,263
No. of Clients	8
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$1,023,388,263

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